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Citizens Financial Group

Name Holding Trade Value Shares
Change
Change in
Stake
MFS
776
Mirabella Financial Services
United Kingdom
$275K -$423K -6,555 -63%
LA
777
Legacy Advisors
Pennsylvania
$275K -$16.2K -251 -6%
VFA
778
Valeo Financial Advisors
Indiana
$275K +$25K +387 +11%
CWG
779
Cornerstone Wealth Group
North Carolina
$272K +$36.8K +571 +17%
SAI
780
Systematic Alpha Investments
New Jersey
$270K – – –
BMCM
781
Bryn Mawr Capital Management
Pennsylvania
$268K +$645 +10 +0.3%
RFS
782
Richardson Financial Services
Massachusetts
$268K -$14.2K -220 -5%
LFA
783
Legacy Financial Advisors
Kentucky
$267K +$30.9K +479 +14%
CCM
784
Check Capital Management
California
$266K – – –
Fuller & Thaler Asset Management
785
Fuller & Thaler Asset Management
California
$266K -$245K -3,800 -50%
IAIM
786
International Assets Investment Management
Florida
$262K -$27.3K -424 -10%
QFW
787
QTR Family Wealth
Florida
$262K +$5.87K +91 +2%
KWA
788
Kingswood Wealth Advisors
California
$261K +$12.1K +188 +5%
CW
789
CreativeOne Wealth
Kansas
$259K -$59.5K -922 -20%
CFM
790
Compass Financial Management
Florida
$257K +$225K +3,488 New
RFP
791
Root Financial Partners
California
$257K +$55K +853 +30%
5NPW
792
55 North Private Wealth
Florida
$256K +$236K +3,660 New
AIP
793
Ameritas Investment Partners
Nebraska
$256K -$10.2K -158 -4%
FFWA
794
Forthright Family Wealth Advisory
Texas
$256K +$236K +3,653 New
IP
795
Indivisible Partners
Florida
$254K +$234K +3,625 New
PS
796
Planned Solutions
California
$252K +$15.9K +246 +7%
QC
797
Quent Capital
New York
$252K +$19.1K +296 +9%
AA
798
ALPS Advisors
Colorado
$252K +$232K +3,594 New
SVWAG
799
Sound View Wealth Advisors Group
Georgia
$249K -$5.42K -84 -2%
PCIA
800
Prime Capital Investment Advisors
Kansas
$246K -$7.87K -122 -3%